See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 17 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Pension Consulting | $50,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $8,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,300 | $91,621+53.1% | $67,511+107.8% | $77,671+80.6% |
| Participation rate | 98.9% | 76.0%+22.9pp | 72.9%+26.0pp | 70.6%+28.3pp |
| Annual return | 11.45% | 14.87%-3.4pp | 3517.41%-3506.0pp | 31.21%-19.8pp |
| Employer contribution / active EE | $4,718 | $3,184+48.2% | $2,733+72.6% | $2,726+73.0% |
| Participant deferral / active EE | $4,365 | $3,906+11.7% | $4,000+9.1% | $4,648-6.1% |
| Admin fee / account holder | $76 | $176-56.9% | $3,999-98.1% | $430-82.4% |